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Axos Financial
AX

249 hedge funds and large institutions have $2.13B invested in Axos Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

2% more funds holding

Funds holding: 245 → 249 (+4)

0.67% more ownership

Funds ownership: 76.44% → 77.1% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 94

16% less capital invested

Capital invested by funds: $2.54B → $2.13B (-$412M)

60% less call options, than puts

Call options by funds: $9.13M | Put options by funds: $22.8M

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
83
Reduced
94
Closed
25
Calls
$9.13M
Puts
$22.8M
Net Calls
-$13.7M
Net Calls Change
-$16.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$14M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$11.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.4M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.33M
5
State Street
State Street
Massachusetts
+$9.01M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.4M
2
FAM
Fred Alger Management
New York
-$8.82M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$7.92M
4
FP
Foundry Partners
Minnesota
-$7.82M
5
RA
Royce & Associates
New York
-$6.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$1.39M +$552K +10,451 +54%
Truist Financial
102
Truist Financial
North Carolina
$1.35M +$1.69K +32 +0.1%
BMSSC
103
B. Metzler seel. Sohn & Co
Germany
$1.29M – – –
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$1.28M +$1.46M +27,565 New
ACM
105
AlphaCrest Capital Management
New York
$1.26M -$153K -2,894 -10%
Marshall Wace
106
Marshall Wace
United Kingdom
$1.25M +$1.01M +19,061 +242%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$1.21M -$577K -10,925 -30%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$1.16M -$143K -2,700 -10%
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$1.16M +$5.28K +100 +0.4%
AB
110
Amalgamated Bank
New York
$1.15M -$63.6K -1,204 -5%
AF
111
Amalgamated Financial
New York
$1.15M +$1.31M +24,735 New
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$1.1M +$5.28K +100 +0.4%
LPL Financial
113
LPL Financial
California
$1.09M +$153K +2,902 +14%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.08M -$279K -5,278 -19%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$1.06M +$12.7K +240 +1%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$1M -$122K -2,303 -10%
MSRPS
117
Maryland State Retirement & Pension System
Maryland
$996K +$6.71K +127 +0.6%
SEI Investments
118
SEI Investments
Pennsylvania
$979K -$894K -16,923 -46%
NSEDCP
119
NJ State Employees Deferred Compensation Plan
New Jersey
$974K – – –
Jacobs Levy Equity Management
120
Jacobs Levy Equity Management
New Jersey
$942K -$7.92K -150 -0.7%
RI
121
Ridgewood Investments
New Jersey
$940K -$173K -3,279 -14%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$938K -$26.4K -500 -2%
Stifel Financial
123
Stifel Financial
Missouri
$932K +$151K +2,858 +17%
Ensign Peak Advisors
124
Ensign Peak Advisors
Utah
$885K – – –
HIM
125
Hillsdale Investment Management
Ontario, Canada
$789K +$898K +17,000 New
3 4
5
6 7

AX Hedge Fund Activity: Q1 2022 in Review

249 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q1 2022, worth a combined $2.13B — down 16% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AX positions and 25 closed out — a net gain of 7 holders — while 83 added to existing stakes and 94 trimmed.

The largest buyer was Millennium Management, adding an estimated $14M. The largest seller was Lord, Abbett & Co, cutting an estimated $10.4M.

  • 249 institutional investors held Axos Financial (AX) as of Q1 2022, up from 245 in Q4 2021.
  • Funds reported $2.13B of Axos Financial stock for Q1 2022, down 16% quarter-over-quarter.
  • 32 funds opened new Axos Financial positions in Q1 2022 and 25 closed out, a net change of +7 holders.
  • The largest Axos Financial buyer in Q1 2022 was Millennium Management, an estimated $14M added.
  • The largest Axos Financial seller in Q1 2022 was Lord, Abbett & Co, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2022.